Overview

Once you've created your Trust Center, you can rename it, reorganize your content, manage your documents, and more.

Permissions

You must be a Super Admin to create and apply the custom role that specifically grants users publishing permission.

Renaming Trust Centers

1. Open the Trust Center, then click on the title and make your changes.

2. Press Enter to save the changes or the Esc key to discard them.

Creating a different external name for your Trust Center

When you create and publish a Trust Center, the external and internal names are the same by default. To give it an external name that is different from its internal name:

1. Open the Trust Center and click Edit.

2. Click the Edit icon next to the title and enter your changes in the Internal Name and External Name (Optional) fields, then click Save.

Managing sections

New Trust Centers are created with one empty section, but you can add more. You have the following options to help keep your content organized:

• Create: Click Add New Section to add more sections.

• Rename: Click on the section title and make your changes, then press Enter to save them or the Esc key to discard them.

• Delete: Click the Trash icon on the section that you want to delete, then click Delete on the confirmation pop-up.

• Expand/Collapse: Use the Expand and Collapse   icons to expand or collapse sections. By default, the section is expanded.

• Reorder: Hover over the section and use the six-dot handle to drag and drop them into place.

Previewing Trust Centers

1. Click Preview to see how your Trust Center or artifact looks to a client.

2. (Optional) View or download the attached artifacts, just like a client would.

3. (Optional) Use the Search box to perform keyword searches.
   Note: Viewers can also use the search.

   • As you type, relevant prompts based on your content appears. Use the Tab key to insert the suggested prompt.

   • Matches for the specified keywords are instantly displayed in a quick-view drop-down list as the search term is entered.

   • You can filter the results by Documents and Questionnaires.

   • Five of your most recent searches are displayed when you click into the search box making it easier to revisit previous searches.
     Note: You can use Clear all to remove all recent searches or click the X next to a specific search to remove it.

   • You can click on a result, or the Open in New Tab icon, to open the artifact in a new tab.
     Note: Security enforced artifacts are indicated by a Lock icon and viewers must complete the security check before accessing them.

   • Click View All Results or press Enter to display all the matching results.

4. Click Back to Edit to exit the preview.

Publishing Trust Centers

Once you are given publishing permission, you can publish from:

• The Active tab of the main Trust Center page.

• The Trust Center tab within your Trust Center.

• The Preview page.

Granting Trust Center publishing permission

Super Admins must create and apply a custom role that specifically grants users publishing permission.

1. Go to Organization Settings > Manage Roles > Add Role, then turn the Trust Center toggle on.

2. Check the Publish Trust Center box, then click Create Role.
   Note: Checking this box automatically selects the Manage Trust Center, View Trust Artifact, and Download Trust Center Artifact options.

Publishing Trust Centers

After you've created your Trust Center, click Publish from any of the above locations, then click Publish on the confirmation pop-up. See Sharing Trust Centers for more information.

Sharing Trust Centers

Team Members can share published Trust Centers from:

• The Active tab of the main Trust Center page.

• The Trust Center tab within your Trust Center.

• The Shared Members tab of the Access tab.

You can also selectively share parts of a Trust Center to certain designated viewers.

See Sharing Trust Centers for more information.

Updating published Trust Centers

Published Trust Centers can be updated in real-time and are automatically saved, making the changes immediately available for the shared users.

1. Open the Trust Center and click Edit.

2. Make your changes, then click Close Edit to go back to the Trust Center.

Deactivating, deleting, and restoring Trust Centers

You can deactivate both published and unpublished Trust Centers.

• Deactivated Trust Centers are marked as inactive and moved to the Inactive tab.

• When a published Trust Center is deactivated, it restricts shared users from accessing it and its artifacts.

• From the Inactive tab, you can choose to restore it as a draft, review the activity, or permanently delete it.
  Note: You can also delete them from the Active tab.

  • Trust Centers that have been moved to the trash can be restored within 30 days of deletion. After that they are permanently deleted.
    Note: You can also manually delete them permanently from the Trash page.

  • They restore as drafts and are available in the tab they were deleted from.

Deactivating Trust Centers

1. Open the Trust Center and click the three-dot menu next to the one you want to deactivate.

2. Select Deactivate Trust Center, then click Deactivate Trust Center on the confirmation pop-up.

Restoring Trust Centers

1. Click the Inactive tab, then select the Trust Center and click Restore.

2. Click Restore on the confirmation pop-up.

Deleting Trust Centers

1. Click the Inactive tab, then click View Trash and click the Trash icon next to the one you want to delete.

2. Click Delete Permanently on the confirmation pop-up.